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Harassment Investigation Level 1 and 2
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2025-08-18 to 2025-08-22
When: August 18-22, 2025
11:00am AST
Where: Online
Canada
Contact: Sheri Swain
sswain@hilladvisory.com
204-831-7661

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Company Info

For over thirty years, Hill Advisory Services has been investigating cases of harassment, discrimination and workplace violence Canada wide.  We train internal investigators in the same safe, reliable and respectful techniques that we use to conduct fair, thorough and effective investigations. Our entire course is built around the concept of a formal case of harassment/discrimination/bullying/sexual harassment and provides hours of professional development on how to properly plan and execute a thorough investigation.

 

About the Facilitator

Dylan Hill is the sole instructor/speaker for our Harassment Investigation workshops.  He has over twenty years of experience in the subject area and has been delivering training on this topic for the past twenty years.  Dylan Hill graduated with honors from Red River College Human Resource Program and is a CPHR Candidate.  Since 2001, he has been investigating cases of harassment, discrimination, violence and wrongdoing incidents in workplaces across Canada.

 

Course Outline

Harassment Investigation Level One and Two workshop

 

Day 1, Level One:

Specific Learning Objectives:

 

Roles and responsibilities of the investigator

            maintaining objectivity

            clarifying the issues

            determining and substantiating facts

            investigating thoroughly

            allowing a fair hearing for all

            documenting and taking statements

            exploring resolution

 

Small group work (with facilitator feedback)

                how to prepare for an investigation and an interview

                logistics

                answering questions

                complete preparation

 

Small group work (with facilitator feedback)

                detailed information analysis task

                how to analyze information

                priority of questions

                question phrasing.

 

Conducting interviews:

                mandate development.

                establishing a comfort level

                evidence management

                identifying hearsay

                questioning techniques

                maintaining neutral demeanor and comments

                timing

                planning for potential behavior concerns

 

The afternoon of day 1 is spent in group work. Participants are presented with an initial complaint from a real-life case and are asked to work in their groups to develop questions for a Complainant. They are asked to prepare for the interviews as they would in their workplace, complete with mandate and considering the learning from tasks covered in the morning. Participants are then asked to role-play with the assistance of professional actors, who come in the play the Complainant and a support person attending with the Complainant as their representative. When participants are not actively engaged in the questioning, they are asked to take notes, and to process additional questions that may arise. The afternoon is spent in this way, with immediate and ongoing feedback to the participants in the form of realistic reactions.

 

Day 2, Level One:

Specific Learning Objectives:

 

The morning is spent in small group analysis of information received from the Complainant’s interview on day 1. Participants are asked to work in their groups to develop questions for the Respondent. They are asked to prepare for the interviews as they would in their workplace, complete with mandate and considering the learnings from day 1 and evidence gathered from the Complainant’s interview.

 

In the afternoon portion, participants are then asked to role play with the assistance of professional actors, who come in the play the Respondent along with the Respondent’s Lawyer who attends the interview as a representative. When participants are not actively engaged in the questioning, they are asked to take notes, and to process additional questions that may arise. The afternoon is spent in this way, with immediate and ongoing feedback to the participants in the form of realistic reactions.

 

Some important areas covered throughout day one and two are:

 

                information to share in a mandate.

                how to reply to questions/concerns regarding mandate

                how to phrase questions

                how to compile accurate notes

                disclosure and retention of notes

                how to account for additional questions

                how to maintain appropriate comments

                how to deal with a Lawyer’s questions regarding process

                how to deal with distractions

                how to conclude an interview

                how to ensure information and investigations are unbiased

                how to ensure investigations are based on evidence

 

Day 3, Level One:

Specific Learning Objectives:

 

The day begins in small group analysis of information received from day 1&2 interviews with the Complainant and Respondent. The groups are asked to review their notes in detail and determine; what was agreed to by the parties, what was not agreed to, what was missed due to investigator error, what information still needs to be collected and to identify the central issue in the case.

 

The group will close out the morning with a witness interview. Participants are asked to role-play with the assistance of a professional actor, who comes in the play the role of a witness.

 

Some important areas covered on day 3 are:

                attention to detail

                how to set a witness at ease

                the base 5 witness questions

                how to identify assumptions

                how to identify bias

                the impact of bias on an investigation and its possible appeal

                how witness information comes into play

                how to formulate a witness list

                evidence management

                how to take a strategic view in analysis

 

The final afternoon is spent providing feedback on the interview process from the facilitator. Some important areas covered are:

 

                how questions were phrased

                how to deal with reactions seen

                mandate delivery

                how to close an interview

                how to gather and maintain evidence

                note taking

                statement preparation

                confidentiality

                order of witness scheduling

                re-direct

 

Feedback is also presented regarding the case. We investigated the actual claim, so we spend time discussing the real-life case to provide deeper understanding and conclusion.

 

The remainder of the time is spent in a large group reviewing:

                how to prepare questions

                how to prepare notes

                how to prepare statements

                how to prepare final reports

                an overview on conducting credibility assessments

                what to think about when writing conclusions

                the principles of natural justice

 

Finally, the instructor circles back on the initial questions that participants posed on day one of the training which identified “must haves” in the subject area.

 

Harassment Investigation Level Two

Re-direct is the information gathering/interview process used at the end of the investigation, before a determination is rendered and the final report is produced.  The re-direct process is used to fill in gaps in information as well as provide the complainant and/or respondent with the opportunity to respond to new information or allegations.

 

Investigators need to be able to differentiate between “need to know” and “want to know”, as the latter can impact upon an investigation team’s credibility and objectivity.  The most important subject matter to be covered during re-direct should be missing information, information that requires clarification and new allegations that either the complainant or respondent need to reply to. 

 

Participants of Level Two are provided with advance reading materials, a Complainant’s statement and Respondent’s statement.  They are tasked with an investigation at the end stages and asked to analyze the statements to determine final re-direct questions for the main parties and any outstanding witness questions. Prior attendance in Level 1 is required to attend Level 2.

 

Day 1, Level Two

Specific Learning Objectives:

The entire day is spent in small groups. Participants work with statements from a real life case and are asked to work in their groups to develop questions for a number of Witnesses. They are asked to prepare for the interviews as they would in their workplace, complete with mandate and considering the statements from the Complainant and Respondent.

 

Participants are then asked to role-play with the assistance of professional actors, who come in the play the role of Witnesses. The facilitator provides real-time feedback on the interviews while in session. When participants are not actively engaged in the questioning of the witness, they are asked to take notes, and to process additional questions that may arise. The entire afternoon is spent in this way, with immediate and ongoing feedback to the participants in the form of realistic reactions and facilitator feedback. Some important areas covered are:

 

    how to reply to questions/concerns regarding mandate

    how to phrase questions, the ‘base 5’ question template

    how to compile accurate notes

    how to set a witness at ease

    how to maintain appropriate comments and body language

    how to deal with distractions

    how to ensure information and investigations are unbiased.

While the learnings are in similar topic areas, in the Level 2 course, more time is spent on the subtitles of each point and building off previous teachings.

Day 2, Level Two:

Specific Learning Objectives: The entire day is spent in small groups. Participants begin with information gathered to date and are asked to prepare for re-direct interviews with the Complainant and Respondent as they would in their workplace, complete with mandate and considering the learning from Level 1 and information gathered from witness’s interviews. Participants are then asked to role-play with the assistance of professional actors, who come in the play a Complainant and a Respondent. The facilitator provides real-time feedback on the interviews while in session. When participants are not actively engaged in the questioning of the witness, they are asked to take notes, and to process additional questions that may arise. The entire day is spent in this way, with immediate and ongoing feedback to the participants in the form of realistic reactions and facilitator feedback.

Some important areas covered are:

    how to phrase re-direct questions

    how to account for additional questions

    how to deal with escalating behavior during the interview

    how to conclude an interview

    how to ensure investigations are based on evidence

    how to consider scope and the essence of the complaint

  analyze evidence and come to findings, determine potential breaches to policy.

Feedback is also presented regarding the case. We investigated the actual claim, so we spend time discussing the real-life case, to provide deeper understanding and conclusion. 


 

Pricing

Harassment Investigation Level One, 3-day program: 

$1,400.00 + GST - August 18 – 20th, 2025

Harassment Investigation Level One & Two, 5-day program:

$ 2,400.00 + GST - August 18th – 22nd, 2025

Already attended Level One?  Join us for Level Two on August 21 & 22nd!

Registration deadline: July 14th, 2025

Late registrations will be accepted space permitting, contact us at sswain@hilladvisory.com with any questions, or call 204-831-7661. 

Start time is 11:00am Atlantic time daily. Contact us for specific daily timing.

 

What to expect from our virtual course

Our training sessions incorporate live presentations, large group discussions, and small group work, ensuring participants engage with the material in various ways for deeper understanding and practical application.

 

Each day includes small group tasks. The key tasks for Level One are:

·       Day 1: Complainant Interview

·       Day 2: Respondent Interview

·       Day 3: Witness Interview

Level Two continues with the same format, with interviews on the final two days. This structure provides ample opportunity to refine skills and techniques.

Active Engagement

Participants take notes and process additional questions when not actively engaged in interviews, reinforcing learning and ensuring continuous involvement.

Diverse Attendees

Our sessions gather attendees from across Canada, bringing diverse perspectives and enriching the learning environment. These sessions ensure participants leave with a deep understanding and enhanced practical skills, ready for professional application.

 

Click here to register 

Or contact Sheri Swain: sswain@hilladvisory.com  204-831-7661

Chartered Professionals in Human Resources of Nova Scotia
84 Chain Lake Drive, Suite 103 / Halifax, NS / B3S 1A2
Telephone: 902-446-3660
Toll Free: 1-888-678-3805 
Fax: 902-446-3677